Private Client Advisor - Wealth Planning & Digital Solutions

Testing Site - JPMC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor in Houston to provide comprehensive financial planning and advisory services to individuals and families.

You will build and manage client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. Responsibilities include developing a book of business, understanding markets, and guiding clients through digital tools and channels for monitoring investments, while adhering to compliance

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments.
• Foster a culture of diversity and teamwork while achieving bank goals.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Utilize digital tools to help clients become digitally confident.

Skills

Relationship-building

Financial planning

Client acquisition

Regulatory compliance awareness

Communication

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor in Houston to provide comprehensive financial planning and advisory services to individuals and families.

You will build and manage client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. Responsibilities include developing a book of business, understanding markets, and guiding clients through digital tools and channels for monitoring investments, while adhering to compliance